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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$27.08
Change+$0.28 (+1.04%)
VolumeN/A
Net Assets1.17B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
LVAEX vs RMFEX Comparison Chart in %
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LVAEX vs. RMFEX commentary
Jun 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. LVAEX (1.17B). LVAEX pays higher dividends than RMFEX: LVAEX (1.75) vs RMFEX (1.58). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.98 vs. LVAEX (2.80). RMFEX return over 5 years is better than : 66.41 vs. LVAEX (41.53).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 2.721 | 7.546 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 106B | 1% |
| Annual Yield % from dividends | 1.75 | 1.58 | 111% |
| Returns for 1 year | 2.80 | 9.98 | 28% |
| Returns for 3 years | 8.72 | 27.58 | 32% |
| Returns for 5 years | 41.53 | 66.41 | 63% |
| Returns for 10 years | 34.37 | 82.97 | 41% |
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